Having your inbound Discovery link on your mobile device home screen is like having a fact-finder in the palm of your hand! Why would you do this? Here are a couple of ideas:
You're with someone who is interested in meeting. Great! Let's get high level household financial information right now, right on your mobile. Click your home screen icon to start the Discovery interview.
Have a tablet device in your waiting room. Hand your prospect the tablet and ask them to start the fact finding steps. Click the Discovery web link on the home screen to get started. When their finished, you can bring it up on your projected screen in your office!
If you do not have the inbound link available, and your organization has authorized its use, consider upgrading your subscription.
My client has completed their Discovery Interview! Now what? ✅ Next steps.
Tags: video; link; questionnaire; app; mobile; web; interview; factfinder
11/2021